Robert Moses is a CFA-designated registered investment advisor at Alpha Solutions Investment Advisors, based in South San Francisco, CA, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 401 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and can vary based on the complexity of a client’s financial affairs. A minimum annual fee of $5,000 may be imposed on each account. The minimum fee may be waived or reduced at our discretion.
Fee Estimator
Location
400 Oyster Point Blvd., Suite 407, South San Francisco, CA, 94080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert works at Shoprite overseeing inventory management. This activity is not investment-related.
Employment History
Current Registrations
Alpha Solutions Investment Advisors
Previous Registrations
Chatham Wealth Management
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.